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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,730 | $102,382-63.1% | $147,005-74.3% | $80,874-53.3% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 21.15% | 134.89%-113.7pp | 418.76%-397.6pp | 35.62%-14.5pp |
| Employer contribution / active EE | $3,503 | $3,715-5.7% | $4,934-29.0% | $2,756+27.1% |
| Participant deferral / active EE | $9,422 | $6,646+41.8% | $8,070+16.8% | $4,297+119.3% |
| Admin fee / account holder | $6,314 | $7,942-20.5% | $13,006-51.5% | $6,935-9.0% |